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With a few adjustments, H2 can be injected into existing natural gas pipelines and delivered to a wide range of end-point applications. The separation and purification technologies required downstream to extract hydrogen from the pipeline or natural gas blend are already available.
Proven PSA expertise
This delivery solution combines Linde's market-leading pressure swing adsorption (PSA) technologies with a custom-designed membrane/permeation technology developed in collaboration with Evonik Industries. Made from hollow fiber, the HISELECT® membranes enable hydrogen to be extracted from natural gas blends at concentrations of up to 90%. Our proven PSA technologies then increase the purity to above 99.9999%. Having already engineered over 900 adsorption plants worldwide, including more than 500 H2 PSA plants, Linde builds on decades of experience in adsorption technologies to deliver the world's highest capacities and on-stream availability levels.
https://www.linde.com/clean-energy/our-h2-technology/natural-gas-grid-conversion
If you don't like Plug Power, what are you doing here?
Posters are posting all sorts of nonsense.
Edgar Bronfman Submits $4.3 Billion Bid for Redstone’s National Amusements, Paramount Stake
Bronfman is looking to scuttle a previous agreement to merge Paramount with David Ellison’s Skydance Media
By Lauren Thomas and Jessica Toonkel Aug. 19, 2024
https://www.wsj.com/business/media/edgar-bronfman-submits-4-3-billion-bid-for-redstones-national-amusements-paramount-stake-b7704a11?siteid=yhoof2
Why is Adam Aron so quiet?
https://x.com/CEOAdam
I'm waiting for Ryan Cohen to ignite the next meme-stock rally.
The wrong AMC, NOT AMC Entertainment Holdings, LOL 🤣
AlphaVest Acquisition Corp Announces Entering into a Merger Agreement with AMC Corporation
Mon, Aug 19, 2024, 3:20 PM GMT+2
https://finance.yahoo.com/news/alphavest-acquisition-corp-announces-entering-132000641.html
After last week's stock markets recovery, will today be a Merger Monday?
I think in H2'24 the suppression of hydrogen will stop and the fossil fuel companies/countries will rush to hydrogen.
Only a quarter of Saudi Arabia's $1 trillion capex plan will go into oil
August 14, 2024
...
But the oil industry is likely to receive a smaller portion of this than previously forecast.
Roughly 73% of the investment funds will go to non-oil sectors, ... An earlier forecast pegged non-oil investment at 66%.
Clean energy is expected to get $235 billion in funding, up from a previous forecast of $148 billion, with the increase driven mainly by renewables as Saudi Arabia more than doubles its 2030 capacity target.
...
https://www.goldmansachs.com/insights/articles/only-a-quarter-of-saudi-arabias-1-trillion-capex-plan-will-go-into-oil
Next week: Democratic National Convention August 19 - 22
Andrew Marsh
“I think it's really clear that the regulations on the three pillars are going to become much looser. We won't be surprised if there's some announcement after the Democratic Convention and a further announcement after the election.”
Plug Power Inc. (PLUG) Q2 2024 Earnings Call Transcript
https://finance.yahoo.com/news/plug-power-plug-q2-2024-214513853.html
No, not related to Plug.
Just correcting the misleading, negative text about green hydrogen.
Ørsted is negative about e-fuel and positive about green hydrogen.
Two years after making a final investment decision, Danish renewables developer Orsted has scapped a planned green hydrogen to methanol plant called FlagshipONE.
Ørsted cans FlagshipONE e-fuel project in favour of green hydrogen
Pamela Largue Aug 16, 2024
Danish energy firm Ørsted has decided to cancel FlagshipONE, the company’s first commercial-scale Power-to-X project, and is opting to prioritise the development of renewable hydrogen.
The news was announced in Ørsted’s interim report for H1 2024. The report explains that the decision was taken due to the slow growth of Europe’s nascent e-fuel market.
Mads Nipper, group president and CEO of Ørsted, commented on the decision: “The liquid e-fuel market in Europe is developing slower than expected, and we have taken the strategic decision to de-prioritise our efforts within the market and cease the development of FlagshipONE.
“We will continue our focus and development efforts within renewable hydrogen, which is essential for decarbonising key industries in Europe and closer to our core business."
...
https://www.powerengineeringint.com/finance-investment/orsted-cans-flagshipone-e-fuel-project-in-favour-of-green-hydrogen/
Yen carry trade crash is over (Nikkei best week in 4 years), M&A will pick up again. Everyone is in a hurry.
Edgar Bronfman to Prepare an Offer for Paramount Global
Thomas Buckley, Hannah Miller and Christopher Palmeri Thu, Aug 15, 2024
(Bloomberg) -- Seagram Co. heir Edgar Bronfman Jr. is close to making an offer for Paramount Global, setting off a potential bidding war for the film and TV company that owns CBS and MTV.
…
After months of negotiations, Paramount Chair Shari Redstone agreed to sell the family holding company and its 77% voting stake in Paramount to the younger Ellison for $2.4 billion.
Under that deal, Ellison and RedBird Capital Partners said they would invest more than $8 billion for a controlling stake in Paramount and merge the business with Skydance, which would be valued at $4.75 billion.
The companies agreed at the time to a 45-day period in which other potential bidders could submit competing offers.
Bronfman’s group is framing its proposal as a better deal for investors because it won’t include the dilution associated with the Skydance merger.
His group has held talks with possible backers including Fortress Investment Group and streaming-device maker Roku, the Wall Street Journal reported. Bain Capital is no longer working with Bronfman, but film producer Steven Paul and a group of investors he put together is, according to one of the people.
…
https://finance.yahoo.com/news/edgar-bronfman-prepare-offer-paramount-174722159.html
Market rally/crash, has no impact on AMC.
AMC moves sideways until ...
Did Adam Aron meet Brian Roberts (Comcast NBC Universal CEO) or David Zaslav (Warner Bros. Discovery CEO) at the Paris Olympics?
Many of you know I was connected to the NBA for over a decade. In that light, it is a privilege to be in Paris at Olympics Gold Medal basketball: Team USA and France. 20 of the 24 players on the two squads are current or former NBA players. It is SO loud in Bercy Arena. pic.twitter.com/593Pnbc7Sk
— Adam Aron (@CEOAdam) August 10, 2024
AMC Entertainment Price Target Cut to $10.00/Share From $11.00 by Morgan Stanley
Dow Jones 13h ago
https://www.webull.com/news/11257607832345600
I also have these 2 investments, same as SG Americas Securities.
SG Americas Securities LLC increased its position in shares of Plug Power Inc. by 134.0% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 2,458,537 shares of the electronics maker's stock after buying an additional 1,407,858 shares during the quarter. SG Americas Securities LLC owned about 0.33% of Plug Power worth $5,728,000 as of its most recent SEC filing.
SG Americas Securities LLC raised its holdings in AMC Entertainment Holdings, Inc. by 1,894.0% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,121,025 shares of the company's stock after buying an additional 1,064,805 shares during the period. SG Americas Securities LLC owned 0.38% of AMC Entertainment worth $5,583,000 at the end of the most recent reporting period.
August 11, 2024
https://www.marketbeat.com/instant-alerts/nyse-amc-sec-filing-2024-08-11/
https://www.marketbeat.com/instant-alerts/nasdaq-plug-sec-filing-2024-08-11/
Disney is hoping for a box office rebound built on sequels, prequels and pixie dust
Published Sat, Aug 10 2024
https://www.cnbc.com/2024/08/10/disney-is-hoping-for-a-box-office-rebound-built-on-sequels-prequels-and-pixie-dust.html
The next shoe to drop : Inventory Write down ? When is that coming ?
read the sec filings
Stocks Swoon After Weak $42 Billion Treasury Sale: Markets Wrap
Rita Nazareth Wed, Aug 7, 2024
(Bloomberg) -- The rapid slide in US stocks that followed a weak $42 billion sale of Treasuries underscored the fragility of global financial markets in the wake of historic volatility.
After an equity surge driven by the Bank of Japan’s dovish signals, the S&P 500 wiped out its gains. Investors shunned the 10-year US bond auction, which drew a yield that was well above the pre-sale indicative level. The weaker-than-expected demand signaled the recent rally may have run its course. Treasuries also came under pressure as 17 blue-chip companies offered $31.8 billion of debt, the highest amount of US investment-grade issuance this year.
…
https://finance.yahoo.com/news/asian-stocks-resume-drop-rollercoaster-223807230.html
Today the stock markets will rally without fear.
After the Nikkei close today, Nikkei futures are NOT plunging, unlike yesterday/Tuesday.
I think AMC is a takeover target, there could even be a bidding war for AMC.
For 3 months AMC stock has traded sideways (merger negotiations?), in contrast to the rise in other movie theater stocks over the same period.
Cinemark (CNK), The Marcus Corporation (MCS), Imax (IMAX)
By Jennifer Saibil – Sep 19, 2022
…
The two entertainment companies have a solid relationship based on decades of Disney movies showing in AMC theaters. AMC also operates theaters at Disney Springs, a resort area that's part of Disney World.
…
Ticket sales are an important part of the Disney model, which uses its content to generate revenue in media, products, and experiences. Extra screenings of hits that have already generated millions or billions of dollars in profits, without heavy added expenses, is a no-brainer. These can be easily funneled back into the model to cover investments in streaming as well. If Netflix begins to use the film release model, it could go a long way to covering costs as well. But Disney still has other advantages in its multi-revenue-generating model; furthermore, its strong line of established franchises to tap into should help give it a long-lasting advantage.
…
https://www.fool.com/investing/2022/09/19/whats-going-on-with-disney-and-amc/
Stocks Rally, Yen Drops as BOJ Eases Rate Worries: Markets Wrap
Winnie Hsu Wed, Aug 7, 2024
https://finance.yahoo.com/news/asian-stocks-resume-drop-rollercoaster-223807295.html
My predictions are accurate in both value and timing. I give the correct price AND the correct horizon .
Jack_Bolander 08/05/24 4:45 AM Post #57,538
Today may be your last chance to buy PLUG above $2.00 !
August 7, 2024
The Walt Disney Company Third Quarter 2024 Earnings at 8:30 a.m.
Warner Bros. Discovery Second Quarter 2024 Earnings at 4:30 p.m.
7/5/24
Sony Pictures Entertainment has acquired Alamo Drafthouse Cinema, a theater chain known for its distinctive film screenings and in-seat dining experience. Announced on June 12, this acquisition underscores Sony’s strategy to attract moviegoers back to the big screen while competitors like Disney and Warner Bros. have invested heavily in streaming.
…
The acquisition revitalizes the Alamo brand while also positioning Sony to capitalize on the growing demand for distinctive moviegoing experiences.
If done right, it may set the stage for the next major shake-up in Hollywood.
…
In contrast, Sony’s strategy of focusing on the theater experience has already paid dividends. It’s allowed them to attract high-profile directors like Quentin Tarantino, Ridley Scott, and David Leitch, who prefer the cinematic format over streaming releases.
…
“More studios might follow Sony's lead and purchase theater chains,” Nash said. “This could reshape the market, with studios benefiting from direct control over theatrical distribution, ensuring their films get prime placement and marketing support.”
…
https://sherwood.news/business/sony-streaming-services-competition-alamo-drafthouse-content-strategy/
cut and paste
Thanks, great post!
meaningless
Thanks, great post!
Nikkei 225 +10%
Nikkei 225 +10%
B_B_ 10:22 AM
Relax, it will recover before/after US opens.
WALL STREET CRIMINALS against the Plunge Protection Team.
https://stocktwits.com/B_B_/message/581798193
I think VIX over 65 premarket triggered massive computer selling.
A 130% increase in VIX was unsustainable. VIX is down to 34 (+44%), almost half.
https://www.webull.com/quote/cboe-vix
I think VIX over 65 premarket triggered massive computer selling.
A 130% increase in VIX was unsustainable. VIX is down to 34 (+44%), almost half.
https://www.webull.com/quote/cboe-vix
US service sector rebounds in July; employment also recovers
By Reuters August 5, 2024
WASHINGTON, Aug 5 (Reuters) - U.S. services sector activity rebounded from a four-year low in July amid a bounce back in new orders and the first increase in employment in six months, which could help to quash fears of a recession that have been sparked by a surge in the unemployment rate last month and an ongoing stock market sell-off.
The Institute for Supply Management (ISM) said on Monday that its nonmanufacturing purchasing managers (PMI) index increased to 51.4 last month from 48.8 in June, which was the lowest level since May 2020. A PMI reading above 50 indicates growth in the services sector, which accounts for more than two-thirds of the economy. The ISM views readings above 49 over time as generally indicating an expansion of the overall economy.
…
https://www.reuters.com/markets/us/us-service-sector-rebounds-july-employment-also-recovers-2024-08-05/
US service sector rebounds in July; employment also recovers
By Reuters August 5, 2024
WASHINGTON, Aug 5 (Reuters) - U.S. services sector activity rebounded from a four-year low in July amid a bounce back in new orders and the first increase in employment in six months, which could help to quash fears of a recession that have been sparked by a surge in the unemployment rate last month and an ongoing stock market sell-off.
The Institute for Supply Management (ISM) said on Monday that its nonmanufacturing purchasing managers (PMI) index increased to 51.4 last month from 48.8 in June, which was the lowest level since May 2020. A PMI reading above 50 indicates growth in the services sector, which accounts for more than two-thirds of the economy. The ISM views readings above 49 over time as generally indicating an expansion of the overall economy.
…
https://www.reuters.com/markets/us/us-service-sector-rebounds-july-employment-also-recovers-2024-08-05/
B.Riley AMC Entertainment (AMC) at Hold post Q2, 'should provide an attractive setup for achieving pre-pandemic AEBITDA'
August 5, 2024
B.Riley analyst Eric Wold reiterated a Neutral rating and $8.00 price target on AMC Entertainment (NYSE: AMC) following the company's ..
https://www.streetinsider.com/Analyst+Comments/B.Riley+AMC+Entertainment+%28AMC%29+at+Hold+post+Q2%2C+should+provide+an+attractive+setup+for+achieving+pre-pandemic+AEBITDA/23549410.html
AMC, boosted by ‘Deadpool & Wolverine’, set for market-share gains as box office rebounds, says Wedbush
Movie-theater chain and original meme stock AMC reported second-quarter results after market close Friday
By James Rogers Aug. 5, 2024
https://www.marketwatch.com/story/amc-boosted-by-deadpool-wolverine-set-for-market-share-gains-as-box-office-rebounds-says-wedbush-1c7d98a5
Allied Green Ammonia’s hydrogen-to-ammonia project in Australia moves forward
August 5, 2024, by Aida Cucuk
SPG Steiner, a German-based EPCM contractor for the energy, petrochemical and chemical industries, has signed an agreement with Allied Green Ammonia (AGA), an Australian-based company, for the supply of two large-scale 40,000-tonne cryogenic full containment double-wall ammonia storage tanks and an associated refrigeration system.
…
Alfred Benedict, Founder & Managing Director of AGA, commented: “This agreement with SPG Steiner builds on our progress and strategically positions AGA as we advance towards FEED and FID.
…
In 2024, AGA signed a basic engineering and design package (BEDP) with U.S. Plug Power for a 3-gigawatt (GW) electrolyzer plant supplying hydrogen to the planned ammonia facility.
According to Plug Power, the facility taps into “abundant renewable energy resources and strong energy infrastructure,” and the proposed location of Gove Peninsula strategically aligns with Asia’s trading partnerships.
…
https://www.offshore-energy.biz/allied-green-ammonias-hydrogen-to-ammonia-project-in-australia-moves-forward/